🤝 Partner Management

One Portal. Every Partner Type. Full Control.

SaaSSolar’s partner portal lets you manage lead gen partners, sales partners, and installation subcontractors — each with their own access, their own view, and complete transparency for your master company. You decide who sees what.

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Three partner role types — lead gen, sales, installation

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Role-based access — each partner only sees what’s relevant to them

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Master company sees all partner activity in one dashboard

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Commission and payout tracking per partner

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Full transparency — nothing hidden from the master account

See the Partner Portal →Book a Demo
Partner Network Overview
Master Company View — SunBright Solar

Master Account

14
Active Partners
$47,200
Partner-Sourced Leads MTD
$8,640
Commissions Owed
Partner Activity — This Month
RP
Roof Pro Referrals Lead Gen
12 leads submitted · 3 converted
$1,800
Commissions
GS
GreenSales Group Sales
8 deals managed · 5 proposals sent
$4,200
Commissions
SI
SunInstall Co. Installation
6 jobs assigned · 4 completed
$2,640
Subcontract Fees
HV
HomeValue Realty Lead Gen
7 leads submitted · 2 converted
$1,200
Commissions
3
Partner role types — each with their own portal view
100%
Master company visibility across all partner activity
0
Data partners see without your explicit permission
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Partners you can add — no hard limits per account
Partner Role Types

One Partner Portal. Three Very Different Relationships.

Not every partner is the same. SaaSSolar lets you define the role — and that role controls exactly what the partner can see, submit, and do inside their portal.

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Role Type 1
Lead Gen Partner
Submits leads and tracks what happens to them. That’s it. No access to your pipeline, pricing, or other customers.
Who uses this role
Roofing companiesReal estate agentsHVAC companiesHome buildersElectricians
What they see in their portal
✓Lead submission form
✓Status of their submitted leads
✓Commission earned per converted lead
✓Total payout history
—Your full pipeline or other customers
—Pricing or proposal details
—Other partners’ data
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Role Type 2
Sales Partner
Manages the full sales cycle on their own leads — from first contact to closed deal. Sees their pipeline, but only their own.
Who uses this role
Independent sales orgsSolar dealersFranchise operatorsRegional resellers
What they see in their portal
✓Their own lead pipeline
✓Proposal and quote management
✓Customer communication history
✓Sales performance dashboard
✓Commission and payout tracking
—Other partners’ leads or customers
—Installation schedules or crew data
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Role Type 3
Installation Partner
Sees only the jobs assigned to them. Logs stage progress, uploads photos, and marks work complete — nothing more.
Who uses this role
Subcontractor crewsRegional install firmsElectrician teamsRoofing crews
What they see in their portal
✓Jobs assigned to them
✓Site address, system specs, schedule
✓Stage progress logging
✓Photo upload per installation stage
✓Subcontract payment status
—Lead data, pricing, or customer financials
—Other subcontractors’ jobs
Lead Gen Partners

Partners Submit Leads. You Control What Happens Next.

Lead gen partners get a clean, simple form to submit homeowner or business leads. After submission, they can see exactly what stage their lead is at — and whether they’ve earned a commission — without seeing any other data in your system.

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Branded lead submission form — partners submit name, address, system interest, and notes
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Lead status visible to the partner — New, Contacted, Proposal Sent, Won, or Lost — shown without exposing your internal notes
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Commission earned on conversion — shown per lead automatically when you mark a deal won
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Payout history — partners see what’s been paid and what’s pending, reducing commission disputes
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Duplicate lead detection — SaaSSolar flags if a submitted lead already exists in your pipeline
📋 Lead Submission — Roof Pro Referrals Portal
Submitting as: Roof Pro Referrals · Lead Gen Partner
John Davidson
(602) 555-0182
[email protected]
4821 W Camelback Rd, Phoenix AZ 85031
Residential · 2,400 sq ft
Interest: 8–10 kW system
Notes: Homeowner replacing roof, very interested in going solar at same time. Best time to call mornings.

📊 My Lead Status
Name Submitted Status Commission
J. Davidson Today New —
M. Carver May 22 In Contact Pending
S. Patel May 14 Won ✓ $600
R. Brooks May 8 Won ✓ $600
Master Company Control

You Decide Exactly What Every Partner Can See

The master company controls access for every partner individually. Assign a role, and that role determines data visibility automatically. Want a sales partner to see proposals but not financials? Set it once. Want a subcontractor to see only their assigned jobs? Done. No overlap, no data leaks.

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Role-based access control — permissions set at the role level, not one-by-one per partner
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Individual override — adjust access for a specific partner without changing the role template
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Activity log — master company sees every action taken by every partner, timestamped
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Revoke access instantly — remove a partner’s access in one click if a relationship ends
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No partner sees another partner’s data — total separation between partner accounts
🔐 Partner Access Control Matrix
Feature / Data
Lead Gen
Sales
Install
Submit leads
✓
✓
—
View own lead status
✓
✓
—
Manage sales pipeline
—
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Send proposals / quotes
—
✓
—
View assigned jobs
—
—
✓
Log install progress
—
—
✓
Upload site photos
—
—
✓
Commission / payout view
✓
✓
Fees only
Customer financials / pricing
—
—
—
Other partners’ data
Never
Never
Never
Installation Partners

Subcontractors See Their Jobs. Nothing Else.

When you assign a job to an installation partner, they get access to exactly what they need: the site address, system specs, schedule, and a place to log their progress and upload photos. They never see lead data, customer financials, or your pricing.

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Jobs appear the moment you assign them — no manual communication needed
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Stage logging from mobile — installation partners update progress from the field, just like your own crew
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Photo uploads attached to the job — appear in the main dashboard and the customer portal
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Subcontract payment tracking — partners see their payment status without seeing your margins
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Job completion sign-off — partners mark jobs complete, triggering your internal review workflow
🔧 My Jobs — SunInstall Co. Portal
JOB-0218In Progress
Torres Residence — 8.5 kW
4821 W Camelback Rd, Phoenix AZ · Crew: Team B
📅 Scheduled May 29–31Log Progress →
JOB-0214Assigned
Walsh Commercial — 42 kW
7200 E Ben White Blvd, Austin TX · Crew: Team A
📅 Starts June 3View Details →
JOB-0209Complete
Chen Residence — 6 kW
1420 Garnet Ave, San Diego CA · Completed May 22
✓ Signed off May 22View Photos
💰 Payment Status
$2,640
This Month
$1,200
Pending
$1,440
Paid
Commission & Payout Tracking

Every Partner Knows What They’ve Earned — and When They’ll Be Paid

Commission disputes waste time and damage partner relationships. SaaSSolar tracks every commission automatically — tied to the deal, the partner, and the conversion event. Partners see their earnings in real time. You see a clean payout ledger ready for processing.

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Automatic commission calculation — set a flat fee or percentage per partner role or individual partner
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Commission triggered on deal won — no manual tracking, no spreadsheet updates needed
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Pending vs paid status visible to both parties — transparent, no grey areas
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Payout history downloadable — partners can export their earnings for their own records
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Master payout dashboard — see total commissions owed across all partners in one view
💰 Commission Ledger — All Partners · May 2026
$8,640
Total Owed
$3,800
Pending Payout
$4,840
Paid This Month
Roof Pro Referrals
Lead Gen · S. Patel conversion
$600

Paid

Roof Pro Referrals
Lead Gen · R. Brooks conversion
$600

Paid

GreenSales Group
Sales Partner · Walsh Commercial
$2,100

Pending

GreenSales Group
Sales Partner · Foster Residence
$840

Paid

HomeValue Realty
Lead Gen · M. Carver conversion
$600

Pending

SunInstall Co.
Install Partner · Chen job
$1,440

Paid

Master Company Control

Full Transparency. In Both Directions.

Partners trust you more when they can see their own data clearly. You trust partners more when you can see everything they do. SaaSSolar is built for both.

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Master Company Sees Everything
Every lead submitted, every stage logged, every commission earned — it all flows into your master dashboard. No activity is hidden from the master account, ever.
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Partners See Only Their Own Data
A lead gen partner from one roofing company can never see leads from another partner. An installation subcontractor can’t see your pipeline or pricing. Total separation is enforced automatically.
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Activity Log for Every Partner
Every login, every lead submission, every stage update, every photo upload is logged with a timestamp. You have a complete audit trail for every partner relationship.
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Change Roles Without Disruption
Promote a lead gen partner to a sales partner. Restrict an installation partner’s access mid-project. Role changes take effect immediately with no downtime.
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Revoke Access Instantly
When a partner relationship ends, remove access in one click. Their data history stays in your system; they simply can no longer log in. Clean, immediate, and final.
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No More Commission Disputes
Because partners can see their commission status in real time — and the calculation is tied directly to deal outcomes — disputes essentially disappear. Both sides see the same number.
How Solar Companies Use It

Real-World Partner Scenarios

Solar businesses use the partner portal in ways that match how their actual partner relationships work in the field.

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Roofing Company Referral Network
A solar installer partners with 8 local roofing companies. Each roofing company is set up as a Lead Gen partner. They submit homeowner referrals during roof jobs, track whether those leads converted, and see their $500–$800 commission per closed deal — all in their portal.
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Independent Sales Org
A solar company works with a regional sales organization that manages its own reps. The sales org is a Sales Partner — they run the full sales cycle in their own portal view, submit proposals, and earn a percentage commission. The master company retains full visibility without micromanaging.
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Regional Installation Subcontractor
A solar company in Phoenix subcontracts all installs in Tucson to a local crew. That crew is an Installation Partner — they see only the jobs assigned to them, log progress, upload photos, and get paid per job. The master company controls the customer relationship and pricing entirely.
🌐
Multi-Role Partner Network
A growing solar EPC uses all three role types simultaneously — a network of lead gen referrers feeding the top of funnel, an in-house sales team, and two regional installation subcontractors. Everything is tracked and managed in one SaaSSolar account with no overlap between partner groups.
Common Questions

About the Partner Portal

Can I create my own partner role — not just the three defaults?
Yes. The three role types — Lead Gen, Sales, and Installation — are the standard templates. You can customize the access permissions within each role, and you can assign any combination of permissions to a specific partner if their arrangement is unique.
Can a partner submit leads on behalf of multiple homeowners in one session?
Yes. Lead gen partners can submit as many leads as they have, one at a time, through their portal. There’s no limit on the number of leads a partner can submit per day or month.
Can an installation partner upload photos from their phone during a job?
Yes. The partner portal is mobile-responsive. Installation partners access it from their phone’s browser and upload photos directly from the field, just like your own crew does in SaaSSolar.
How does the commission calculation work — do I set it manually?
You set the commission rate or flat fee when you create or configure a partner. When a deal connected to that partner’s lead is marked as won, the commission calculates automatically and appears in both your dashboard and the partner’s portal. You control when it’s marked as paid.
Is there a limit to how many partners I can add?
No hard limit. You can add as many partners as your business needs — lead gen contacts, sales organizations, or installation subcontractors — under one SaaSSolar account.
Can the same company be both a lead gen partner and an installation partner?
Yes. You can assign multiple roles to a single partner organization if their relationship with your company covers more than one function. Each role’s access is controlled independently.

Build a Partner Network That Actually Works

See how SaaSSolar’s partner portal gives you full control over every partner relationship — lead gen, sales, and installation.

Book a Free Demo →See All Features